Institutions

Browse 20,681 institutional 13F filers

13F API → Top by AUM → Top by Performance → AUM Movers → Most-Held Stocks → Last Quarter's Movers →

Filers

8,827

Positions

1,971,850

Aggregate AUM

$79.8T

Report date

Jun 30, 2026

4 months ago

Recently Filed

Top 10 by submission date

FOUAD AHMED
Q/E Nov 6, 2026 · Filed 1d
Rothwell Investment Advisors, LLC
Q/E Sep 30, 2026 · Filed 1d
Kingsway Capital Partners Ltd
Q/E Sep 30, 2025 · Filed 1d
Seal Cove Capital, LLC
Q/E Sep 30, 2026 · Filed 1d
Isabella Capital Management LLP
Q/E Sep 30, 2026 · Filed 1d
Wellington Grp LLC
Q/E Sep 30, 2026 · Filed 1d
Crystal Cove Asset Management, LLC
Q/E Sep 30, 2026 · Filed 1d
Titiun Yejiel
Q/E Sep 30, 2026 · Filed 1d
John A. Wolfe & Associates, Inc.
Q/E Sep 30, 2026 · Filed 1d
Financial Concepts Unlimited, Inc.
Q/E Sep 30, 2026 · Filed 1d

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Name	Rank	Size	Latest AUM	Positions	As of
Monterey Private Wealth, Inc. MONTEREY, CA	—	Small	$334,526,202	97	Mar 31, 2025 Filed May 14
Monterrey Acquisition Sponsor, LLC	—	—	—	—	—
MONTERUBELLO S.S.	—	—	—	—	—
Montgomery Financial Services LLC OCEAN CITY, MD	#8,140	Micro	$73,345,157	244	Sep 30, 2026 Filed Nov 3
MONTGOMERY INVESTMENT MANAGEMENT INC ROCKVILLE, MD	#4,959	Small	$328,581,586	100	Sep 30, 2026 Filed Oct 26
Montis Financial, LLC WALTHAM, MA	#3,897	Small	$438,958,519	102	Sep 30, 2026 Filed Nov 4
Montpelier Re Holdings Ltd Pembroke, D0	—	—	—	—	—
MONTRUSCO BOLTON INVESTMENTS INC. MONTREAL, A8	#734	Mid	$5,768,183,856	85	Sep 30, 2026 Filed Oct 13
MontVue Capital Management, Inc. Lynchburg, VA	#6,959	Small	$159,850,636	41	Sep 30, 2026 Filed Oct 19
Montz Harcus Wealth Management LLC New Orleans, LA	#5,434	Small	$247,117,000	75	Sep 30, 2026 Filed Oct 9
MONUMENTAL FINANCIAL GROUP INC. ROCKVILLE, MD	—	Small	$269,517,765	27	Sep 30, 2024 Filed Oct 21
Monument Capital Management ALEXANDRIA, VA	#3,853	Small	$461,789,486	219	Sep 30, 2026 Filed Oct 9
Monument & Cathedral Holdings, LLC	—	—	—	—	—
Monument Group Wealth Advisors, LLC CONCORD, MA	#6,366	Small	$115,385,106	30	Sep 30, 2026 Filed Oct 21
Moody Aldrich Partners LLC MARBLEHEAD, MA	#3,596	Small	$523,135,017	179	Sep 30, 2026 Filed Oct 27
MOODY LYNN LIEBERSON & WALKER, LLC BOSTON, MA	#1,676	Mid	$1,900,669,234	215	Sep 30, 2026 Filed Oct 14
MOODY NATIONAL BANK TRUST DIVISION GALVESTON, TX	#2,220	Mid	$1,168,698,471	485	Sep 30, 2026 Filed Oct 6
Moog Inc. Retirement Savings Plan	—	—	—	—	—
MOOG INC. RETIREMENT SAVINGS PLAN	—	—	—	—	—
Moog Inc. Stock Employee Compensation Trust, as amended and restated effective August 13, 2014, Robert T. Brady, as Trustee	—	—	—	—	—
Moog Inc. Supplemental Retirement Plan Trust	—	—	—	—	—
Moon Capital Management, LLC KNOXVILLE, TN	—	Mid	$3,533,945,178	35	Jun 30, 2020 Filed Aug 24
MOON CAPITAL MANAGEMENT LP NEW YORK, NY	#7,464	Small	$147,953,322	13	Jun 30, 2026 Filed Aug 14
Moonlit Group Ltd	—	—	—	—	—
MOORE CAPITAL MANAGEMENT, LP NEW YORK, NY	#723	Mid	$6,604,073,250	546	Jun 30, 2026 Filed Aug 14
Moors & Cabot, Inc. BOSTON, MA	#1,385	Mid	$2,593,186,314	745	Sep 30, 2026 Filed Nov 6
Moradi David	—	—	—	—	—
Mora Jose Antonio	—	—	—	—	—
Morana Jovan-Embiricos	—	—	—	—	—
Morangie Management LLC New York, NY	#8,029	Small	$118,271,117	31	Sep 30, 2026 Filed Oct 15
Moran Wealth Management, LLC Naples, FL	#1,109	Mid	$3,582,379,996	472	Sep 30, 2026 Filed Oct 22
Mordechai Rapaport	—	—	—	—	—
Mordechai Zev Gutnick	—	—	—	—	—
Morehead Daniel Wayne	—	—	—	—	—
Moreland Jane Ann	—	—	—	—	—
Moreno Evelyn V BOSTON, MA	—	Small	$208,853,915	129	Dec 31, 2023 Filed Feb 9
More Provident Funds & Pension Ltd.	—	—	—	—	—
Morey & Quinn Wealth Partners, LLC OMAHA, NE	#7,317	Small	$150,943,028	100	Sep 30, 2026 Filed Oct 28
Morgan Callagy	—	—	—	—	—
Morgan Creek Capital Management, LLC CHAPEL HILL, NC	#7,454	Small	$148,406,326	15	Jun 30, 2026 Filed Aug 14
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC MILWAUKEE, WI	#6,026	Small	$233,223,419	106	Jun 30, 2026 Filed Aug 3
MORGAN JESS S & CO INC Los Angeles, CA	—	Small	$109,231,129	29	Sep 30, 2022 Filed Oct 21
Morgan Lee Lekstrom	—	—	—	—	—
MorganRosel Wealth Management, LLC HIGHLANDS RANCH, CO	#5,275	Small	$296,251,096	66	Jun 30, 2026 Filed Aug 14
MORGAN STANLEY NEW YORK, NY	#6	Mega	$1,888,349,476,847	5,575	Jun 30, 2026 Filed Aug 13
Morgan Stanley Institutional Investment Advisors LLC GREENWOOD VILLAGE, CO	#2,418	Mid	$1,070,599,309	5	Jun 30, 2026 Filed Aug 13
Morgan Stephen L.	—	—	—	—	—
MORGENS WATERFALL VINTIADIS & CO INC NEW YORK, NY	#7,828	Small	$131,160,745	18	Jun 30, 2026 Filed Aug 14
Morgenthaler Management Partners IX, LLC Portola Valley, CA	—	—	—	—	—
Moringa Sponsor, LP	—	—	—	—	—

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